Alternative Investment Funds (AIF)Compare Schemes
Boring AMC’s India Inflection Fund vs SOHUM INDIA OPPORTUNITIES FUND
Add SchemeGrowth of ₹1 Crore
Boring AMC’s India Inflection Fund
SOHUM INDIA OPPORTUNITIES FUND
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.64%
1.41%
6 Months
26.94%
3.27%
1 Year
23.16%
7.91%
3 Years
—
15.60%
5 Years
—
—
Since Inception
24.51%
18.19%
Fund Age
2 yrs 5 mo
4 yrs 2 mo
AUM
₹475.85 Cr
—
Alpha – 1 Year
21.21%
8.34%
Alpha – 3 Years
—
7.04%
Information Ratio – 3 Years
—
1.15
Volatility – 1 Year
22.06%
17.57%
Volatility – 3 Years
—
14.47%
Beta – 1 Year
1.10
1.08
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.83
0.21
Sharpe Ratio – 3 Years
—
0.70
Worst Rolling Year
—
14.68%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−10.02%
−18.89%
Recovery Period
Not yet recovered
243 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.64%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 7% · S 93%
L 82% · M 6% · S 8%
Number of Stocks
30
34
Portfolio P/E
34.48
28.34
Top 5 Holdings
Sansera Engineering Ltd · 10.12%
IIFL Finance Ltd · 7.26%
Happy Forgings Ltd · 7.05%
Acutaas Chemicals Ltd · 5.82%
VST Tillers Tractors Ltd · 5.72%
ICICI Bank Ltd · 8.78%
HDFC Bank Ltd · 6.57%
Reliance Industries Ltd · 6.41%
Bharti Airtel Ltd Partly Paidup · 6.35%
Axis Bank Ltd · 6.02%
Top Sectors
Financial Services · 28.94%
Capital Goods · 23.40%
Automobile and Auto Components · 23.39%
Financial Services · 35.47%
Automobile and Auto Components · 9.92%
Metals & Mining · 6.67%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—